See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,865 | $52,519-16.5% | $155,790-71.8% | $59,632-26.4% |
| Participation rate | 12.8% | 61.7%-48.9pp | 76.1%-63.3pp | 68.7%-55.9pp |
| Annual return | -0.64% | 53.51%-54.2pp | 71.54%-72.2pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,026 | $3,084-66.7% | $4,797-78.6% | $3,192-67.9% |
| Admin fee / account holder | $25 | $3,540-99.3% | $7,478-99.7% | $4,297-99.4% |